What Our Clients Say
Plan Works is a pleasure to work with at all times and if I could transport them from the South of England to Glasgow and install them in our office, I would! I especially appreciate the way they have picked up our fairly bespoke way of doing things – the way they write reports, invest client monies and manage them on platform.
They understand and have adapted to our way of doing things in no time at all but still consistently add value by suggesting their own ideas, dazzling me with their IT skills and the creative way they put them to good effect.
We are delighted that we chose Nathan Fryer of PLAN WORKS to support us in our Paraplanning department. Nathan has been absolutely the right cultural fit with us. Client first is a good way to describe it. He takes the time and effort not just to gather the objective facts about a client’s situation from us but also asks probing questions about the clients needs, wants and attitudes. This means that the reports he drafts for us are really bespoke to the particular client.
We are impressed by the fact that he doesn’t just do what the brief asks him to do but goes an extra mile by adding additional points to discuss with the client. Nathan likes to include visuals to make the client understanding easier. Cash flow forecasts and extraction rate charts are a couple of examples of the visuals he uses to bring reports alive. He starts each report with an Executive Summary incredibly helpful because as well as complex financial needs our clients also tend to be time poor. He includes tables and appendices to separate out the “good to know” from the “essential to know”
In our firm a Director signs off on all advice reports to our clients and our experience with Nathan is that the draft content of reports is spot on first time, thus saving us further time in the busy environment in which we work.
Client feedback in respect of the work he has done for us is first class. His support has been really valuable to us and he always makes it very easy to work with him. How many outsourced Paraplanners I wonder respond to enquiries at weekends and in the evenings? Nathan certainly does. If he wasn’t so focused on building his own outsourced Paraplanning business I would have recruited him to Informed Choice Ltd without any doubt.